coaching prepartaion form


Are you a coach that cares? 2

In a previous coaching post I’ve talked about what a coach can do to prepare for a coaching session. Each coach will develop their own answers and preparation for a coaching session.

As I shared in that previous post I look to answer the following before a coaching session “What can I do to ensure that I show up brilliantly?”

I know that doing “my job” as a coach to the best of my abilities and showing up brilliantly is much easier when I have taken care of myself. Today’s coaching post discusses self-care. As you read I invite you to consider how this works with your approach to coaching.

Let’s start by discussing what I mean by self-care. I once did a web search on the term self care and came across the following:

“Self care skills are the needs to manage day to day life. They include washing, dressing, cooking and housekeeping.”

Admittedly this was in reference to caring for someone else, and those things do all fall under self-care, and in this instance I am talking about much more than physiological need.

You may have seen Maslow’s hierarchy of needs usually represented as a pyramid, with the largest and lowest level of needs forming the foundations for the others to build upon. This theory of needs was proposed by psychologist Abraham Maslow in the 1940′s and 50′s.

There is debate about the order that the levels are placed in, or even if there is a hierarchy at all. Rather than get involved in that discussion, I’m going to use it as a catalyst for thought. I’ll invite you to glance at the following synopsis and consider the emotional, physical and even spiritual effects and benefits that taking care of your needs for each category would have.

Physiological – What we, as humans, literally require to survive as a species. Needs that are seen to fall in this category include food, breathing, sleep and sexual activity.

Safety – In today’s society this does not only mean physical safety but can also include employment/financial security, health and security of property etc.

Love and Belonging – This category of “needs” covers aspects of feelings of belonging and building relationships, such as friendship, family and romantic.

Esteem – This heading covers needs such as self-esteem, confidence and respect – both of and by others.

Self-Actualisation – This, Maslow theorised, is the top of the pyramid, and is the section that covers what a persons potential is and fulfilling that potential. Dr Wayne Dyer describes it as:

i) To be free of the good opinion of others,

ii) To do things not simply for the outcome but because it’s the reason you are here on earth.

I include these not because I necessarily agree with every single aspect of Maslow’s theory myself, but to encourage a broader look at the things that when you take care to include in your daily routine you feel more alive and generally have a better day.

I’ll let you decide for yourself if taking care of yourself is something that would benefit your coaching.

If you want to play further with this:

What are the things that when you do them, you have a better day?

What are the things that when you do them you feel more alive and are more productive?

What would the difference be if you deliberately and consciously chose to incorporate more of these into your day?


How do you help a client set a goal for the coaching session? 2

One of the reoccurring questions that I see and hear from those who are beginning to develop their coaching skills is based on the problem of struggling to pin-point a goal for a coaching session.

A common response from more experience coaches can be a variation of “Yes, that’s something I remember experiencing and it’s something that gets easier with practice”. Whilst I agree, it is something that gets easier when you practice, let me also give some pointers for that practice 🙂

Firstly, what expectations does your client have about what happens in a coaching session? If you want them to set the direction of the coaching how did you explain that when you both agreed to work together?

If you find that it is a common theme that all your clients struggle to pin point a goal for the session, you may want to consider what you can do differently during your initial conversation with a potential client? Is there something you can say or do that will increase the chance of a goal being established quickly?

You may also use questions to establish the expectations that your client has before you start coaching either in your initial conversation or if you include questions in your welcome pack.

The wording of these questions can be tailored to best suit your clients but an example could be “How would they know it’s been a great coaching session?” Presumably they would be happy if each session with you is a great coaching session. Having formed an answer to this question it will aid them to set each session goal in-line with these expectations in the future.

If you know what their answer is, it also allows you to discuss their expectations in more detail with them if appropriate.

Many coaches ask their clients to complete a coaching preparation form prior to the actual session. The format and actual questions on a preparation form can vary from coach to coach.

One aspect that a coaching preparation form can have is to ask a question that allows your client to already come prepared with a session “goal.” Already having this established ahead of the session allows you to spend the time focusing upon that goal.

These are just some thoughts about the things that you can add into your practice to assist you in setting a goal for your coaching session. What other methods and approaches can you suggest?